would be reversed quickly, because fed ex is the quintessential way to play anything good about global commerce. and it's a given that the company can handle these kinds of downturns and will adjust as it waits for the turn. it didn't take long. fed ex is now trading up more than a buck from where it was before preannounced downside. that's the kind of thing that happens when you own and buy on weakness the best of breed. how about celgene? last june they had to withdraw a drug application from europe. they dumped the stock, taking it down to $59 from the high 60s and 70s before that. to me, i told you, i came in here and said it was ludicrous. you had to give bob hugin, the ceo and his team the benefit of the doubt. over and over and over again since we started the show, hugin has come on and told you not to worry in these dips. it's business as usual at celgene. three months have passed. the stock has zoomed from $59 to $73. it is amazing to me how people give up on the best of breed companies whenever they have a glitch. we're watching that same thing happen right now with allergan, maker of